Cabot-Wellington

Latest statistics and disclosures from Cabot-Wellington's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, IEFA, VB, VT, and represent 100.00% of Cabot-Wellington's stock portfolio.
  • Reduced shares in these 3 stocks: VTI, VB, IEFA.
  • Cabot-Wellington was a net seller of stock by $-5.3M.
  • Cabot-Wellington has $266M in assets under management (AUM), dropping by 4.17%.
  • Central Index Key (CIK): 0001353198

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Portfolio Holdings for Cabot-Wellington

Cabot-Wellington holds 4 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 75.7 $201M 711k 283.16
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Ishares Tr Core Msci Eafe (IEFA) 22.8 $61M 778k 78.05
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Vanguard Index Fds Small Cp Etf (VB) 1.4 $3.7M -24% 16k 237.20
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $223k 1.9k 119.70
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Past Filings by Cabot-Wellington

SEC 13F filings are viewable for Cabot-Wellington going back to 2010

View all past filings